Your client portal gives each client a secure, branded place to find the work, documents, payments, and conversations you choose to share.
How the portal fits together
Think of the portal as three connected layers:
Workspace defaults control your branding, navigation, domain, and default feature set.
Client access determines which contacts can sign in and whether a client uses the workspace defaults or a custom feature set.
Record visibility controls which projects and other client-facing records actually appear.
Use the overview to confirm that the portal is ready and jump into its most important configuration areas.
What clients experience
Clients open your secure portal domain and sign in with their email address. The portal can offer a magic-link sign-in as well as password access, depending on the account and portal configuration.
Your appearance settings shape the first screen clients see.
A reliable setup order
Customize the portal appearance and confirm the domain.
Choose the workspace-wide features and navigation.
Give the correct contacts portal access.
Set project and record visibility deliberately.
Preview the experience before sharing the portal link.
Important: Enabling a feature in navigation does not automatically expose every related record. Client access and record-level visibility still protect the underlying information.
Continue exploring Client portal